Member Info for bonker99

Https://x.com/bonker_99/status/1719317047593627692?s=20

Morning,

Gold mine capex spending setting all-time lows - you know what happens next (M&A).

https://x.com/bonker_99/status/1719316258154295615?s=20

Because they're still buying ...

Welcome - about time we had some fresh blood here - doesn't look possible for it to go below a £17m mcap/7p so it's just waiting now - I still anticipate a 10x here in time ...

Tick tock.

"BLACKROCK IS WARNING INVESTOR DISDAIN FOR MINING THREATENS THE GREEN TRANSITION AS STARVING THE SECTOR OF CAPITAL WILL CREATE SHORTAGES OF METALS"

https://www.ft.com/content/12b3a717-8d54-4542-8d5e-8124568f6974

Boom - there it is ...

BOJ MAY ALLOW LONG TERM YIELDS TO RISE ABOVE 1%: NIKKEI

https://x.com/bonker_99/status/1718992261030023177?s=20

I wasn't guessing mate ;)

There's zero chance we're seeing all the trades as they're made right now mate.

Gold back @ $2k Silver and Platinum exploding north too.

Possible Platinum breakout in-play chaps.

Yup - they must be shifting mountains of dirt to make that 1g/t pay at scale - feasible of course but you're generally really in the profitable gold mining game at 2g/t+.

God help those in Palestine this weekend but Gold & Oil are both flying.

Stay with her ...

Https://x.com/bonker_99/status/1717885636340777290?s=20

USDJPY falling out of an ascending wedge to my eye - keep em peeled.

🔸US Personal Income +0.3% In Sep; Consensus +0.4%

🔸US Personal Spending +0.7% In Sep; Consensus +0.5%

🔸Sep PCE Price Index +0.4% Rate On Mo; +3.4% On Yr

🔸Sep PCE Core Price Index +0.3% Rate On Mo; +3.7% On Yr

Yup

Morning,

Buckle up chaps.

Jamie Dimon just sold $140 million worth of JP Morgan stock.

Everyone has cost overruns due to inflation alone - I've already said I wouldn't hold that against them.

Some interesting talk on the FinTwit wire re very large trades in Newmont after the bell.

Amazon's numbers were amazing - number goes up everywhere it seems - Gold still steady @ $1,986 - interesting times ...

We don't but again, at 9p it's neither here nor there.